Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking... "How is Serenity"? I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break. I remember saying physical AI + world models would major shift way back when, so maybe I should have invested in private companies at the time... Apart from that... other interesting news: - Some channel checks from ECOC was that $NVDA apparently secured 50% of $LITE Greensboro UHP laser capacity? And possibly contracts that allow them to secure the remaining capacity per Barclays. That's $5B in lasers (annual capacity)... so it's hilarious to see Nvidia go out and bottleneck the rest of the industry by doing this. But this just puts more strategic value on other merchant laser suppliers + more visibility for Lumentum. It's kinda game theory over allocation, since if you secure all the HBM, lasers, and others it inadvertently makes it much harder for competitors to scale their programs. - Then there's your massive $150B Nvidia authorized buybacks (just look at $AAPL when they did buybacks..) They're printing too much. - What's also interesting is that Samsung Electro-Mechanics is expanding their FC-BGA substrate capacity today... but customers are the one funding this. I also remembered $MRVL in SEC filings cited large body substrates as one of the core bottlenecks of their program (alongside $TSM sole source dependencies). So they also went out and did some other expansion agreements with related companies like AT&S recently. - OpenAI delaying Astra-6.1 October release over safety concerns just now. Nvidia also happened to launch an AI safety platform. I don't think this is meaningfully bearish that the models are just getting 2 good.

I will buy an iPhone Duo for my birthday. Life is too short, and I want to make the most of every moment. I’m not holding $AAPL, but I’m still very happy for $AAPL shareholders. Please check out my weekly insights on $AAPL, just posted a few minutes ago.

The 100x was made in the dips you sold. Why do so many people fixate on daily price swings when a stock is already in a long-term uptrend and its fundamentals keep improving every quarter and every year? U.S. stock market history makes the cost of that habit clear. Over the past 2 decades, several major technology companies delivered more than 100x: $NVDA: roughly 500x $NFLX: roughly 275x $AMZN: roughly 150–160x $AAPL: from about $2.30 to around $325, or roughly 140x on price and about 150x with dividends reinvested $GOOGL and $MSFT still compounded powerfully over that stretch — closer to 25–35x — but the true 100-baggers were the names people kept selling because they “looked expensive” or had dropped 30–40% that year. If you simply trade in and out, you are likely to miss the parabolic part of the move. I don’t trade in and out because my goal is to create wealth, not to make pocket money! I keep dollar-cost averaging, and I add more when institutions are willing to offer huge discounts — usually 2 times a year — and when retail fear is at its peak! @cantonmeow @sheslee @tonylee80 @Jimmy_tesla_01

Just some TLDR news I found interesting: 1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise. Google/Nvidia are goats with investments you look at $SPCX to Anthropic. 2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives exposure now for folks without Korea/Japan/Taiwan market access. But thing is more accelerators x MLCCs per accelerator might indicate a more future extreme bottleneck than people expect. 3. China channel checks state: planetary roller screws, 6D force sensors, and dexterous hands resist domestic substitution. Then planetary roller screw as the top with lowest domestic substitution rate. eg. $SHA0.DE for planetary. Just interesting to hear moats I guess. 4. Samsung reportedly has ~70% of memory production capacity committed through 2031 / commodity DRAM has also fallen into short supply - Seoul Economic Daily. TrendForce expects server DRAM contract prices to rise 13-18% QoQ in 3Q26 SK Hynix also publicly stated the memory shortage lasts through 2030. 5. $CXMT has begun producing HBM3E in small quantities and reportedly claimed mass production of LPDDR6. Implications are even more positive for legacy DRAM shortages. 6. Cisco at SEMICON Taiwan said CPO is ready for mass deployment; pluggable modules will remain the market mainstay. $MRVL also said customers are actively planning scale-up optics deployments as early as 2027 7. Wingtech -> bought Nexperia -> Netherlands effectively removed Wingtech’s control -> Wingtech is fighting back through Chinese courts. But Nexperia got $300m of their assets frozen. More geopolitical drama of course, always entertaining. $AAPl also explicitly accused OpenAI of destroying crucial evidence... (for more fun) 8. Not much description around ASP hikes regarding SOI substrates $SOI, but they now have 10+ customers involved with LTAs, $200m revenue described as a "floor", comments about customers more concerned about obtaining wafers than where they are manufactured. So basically moving into capacity reservation now stages as silicon photonics takes off in 2027. 9. Some channel checks put lead times for high power MOSFETs and large area TVS diodes as high as ~52 weeks. ($STM also reportedly implemented its 3rd 2026 price increase on August 23) 10. Traditional packaging capacity could face a deficit exceeding 20% by 2027" with "wire bonding equipment" emerging as the primary bottleneck", covered this earlier this week with beneficiaries like 11. Claims that all six major ABF suppliers are booked for 2026, with 12-14 month lead times and some suppliers auctioning remaining capacity; $NVDA, $AMD and hyperscalers locking ABF capacity through 2028 and pushing suppliers to plan 2029–30 expansions. Names like Kinsus (3189), Unimicron (3037), Nan Ya PCB (8046), Ibiden (4062), etc are all probably happy. 12. CCL leading laminated board products increased by another 10%-20%, 7th price hike this year (eg. Kingboard). Industry estimates put the HVLP4 copper-foil shortage at ~48% in 2026 / 43% in 2027, while Low-Dk/T-Glass lead times have stretched beyond 30 weeks. 13. "(GaAs) substrate materials and gallium epitaxial source materials are also facing another round of price increases in the third quarter of 2026, reportedly 5 to 6 times higher than at the early stage of the restrictions." "China has recently eased some substrate export controls" but there's a "severe InP substrate shortage" per digitimes. Just some $AXTI related updates 14. $AMD and $AVGO reportedly booked most of Powertech's planned FOPLP capacity ahead of mid-2027 mass production 15. $INTC considering $INTC foundry for HBM4E base dies. But $SKHY responded directly that "some of the content is different from the facts". 16. "OpenAI Hoarding Tens Of Thousands Of $AAPL Mac mini and Mac Studio" for reinforcement learning. Anthropic has been renting mac mini units from $AMZN as well. Kinda sad Tim Cook retired, but dude had a goated run. Just random interesting notes

$AAPL (August 31, 2026-Monthly Chart) My monthly chart spans from August 2016 to August 2026, covering the past 10 years. $AAPL has been in a long-term uptrend for the past 10 years. On the monthly chart, two things mattered. First, there were only 6 bullish red candles--those were the clearest buy signals. Second, every time price tagged the lower edge of the bullish red ribbon, it also marked a strong zone to buy and add. The edge wasn’t trading in and out. It was recognizing those great accumulation zones and sizing up aggressively amid retail fear and skepticism. That’s how wealth is built!

$AAPL is now an important AI company apparently? -> "OpenAI Hoarding Tens Of Thousands Of Apple Mac mini and Mac Studio" for reinforcement learning -> Anthropic is renting Apple Mac mini units from $AMZN to complete similar AI tasks I've never seen a company win so hard by doing nothing. But whenever I see Apple + AI, I think of my beloved $RPI. Apparently Anthropic is working with Raspberry Pi now for their new model Hardware Standard, as of the 27th. There's nothing yet about Anthropic/OpenAI buying Raspberry Pi devices for similar tasks, but maybe some OSINT researcher can do some digging.

Just my final recap on thoughts + fundamentals of $SIVE from ER: Pluggables (1.6T Ramp) for 2027: - $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027 -> -> Likely multiple hyperscaler customers - 3 pluggable makers (evaluation) - 3 pluggable makers (supply assessment) Reference Design for likely H2 2027–28+: - $GFS (Globalfoundries) SCALE (confirmed)) -> -> Likely $AMD and other hyperscalers as CPO customers External Light Sources / Optical Engines for 2027: - $POET (confirmed) -> -> Lumilens / hyperscaler end users - O-Net (confirmed) -> -> Massive ODM/OEM for Hyperscalers + Asia - Likely $AEVA (mapping) -> -> supplying to OE -> hyperscalers / lidar - SemiNex (confirmed) Optical I/O for 2028: - Ayar Labs (confirmed) -> -> Likely $AMD, ALchip, and hyperscaler ASIC program end users + $NVDA NVLink - $MRVL Celestial (potential customer from 2023-2024 disclosures) - Lightmatter (potential customer from 2023-2024 disclosures) - Lightelligence (potential customer from 2023-2024 disclosures) Then potentially $AAPL for 2028 for next-generation wearable updates and other programs from TFLN with Lightium. In terms of capacity allocations: - Win Semi - 1 other foundry (with tremendous allocations) during an InP CW DFB laser shortage. These are all on-going developments/qualifications since Sivers is targeting next-generation SiPH + CW with 1.6T and CPO for 2027-2028. Especially as Goldman Sachs models the CPO opportunity going from effectively near-zero today to ~$91B TAM by 2028. However my criticisms were: => Main focus was not on communicating economic scale of 2027-2028 optical ramps to Western audiences. => Legal vagueposts around NASDAQ listing should be dropped, and clear direction should be set + executed faster on. =>Too much focus was put on defending smaller current revenue/TTM revenue/pipeline conversion (allspace, Tachyon.) relative to future qualifications/partner size/capacity/potential. $SIVE needs to position themselves as a forward looking, global hypergrowth optical company supplying lasers to hyperscaler programs. And not let the narrative get dominated by backward looking metrics. And as Morgan Stanley put it... "Key [CPO] participants include … $LITE, $COHR, and Sivers laser supply". I'm personally a happy $SIVE shareholder for high-beta exposure to the next 2027-2028 optical shift with 1.6T/CPO.

RT @dannycheng2022: 8 Persistent Myths That Keep Retail Investors Poor (While the Smart Money Gets Richer) After 15+ years in the markets and watching thousands of retail accounts, most retail traders lose money not because they’re stupid, but because they believe myths that are the exact opposite of how real wealth is built. Here are the 8 biggest ones — and the truths that actually make people rich. Myth 1: “I just need to find the next 100× small-cap rocket” Reality: True market-beating wealth is almost always made by owning the undisputed leaders of each cycle, not by gambling on unknown micro-caps hoping for an overnight moonshot. In every bull market, a handful of industry leaders capture 80-90% of the gains. The rest fight for scraps. $NVDA, $TSLA, $AAPL, $MSFT, $GOOGL, $META, , —these names dominate their sectors and ride the narrative waves for years. Small stocks might give you a quick 5×, but they also give you permanent loss of capital 9 times out of 10. Stick to the kings and queens. Let the leaders do the heavy lifting. Myth 2: “When the market drops 10-50%, I must sell or stop buying” Reality: The biggest opportunities are handed to you on a silver platter during drawdowns. Whales accumulate aggressively when retail panics.Remember these dates? April -May 2024 July–August 2024 April 2025 November 2025 Retail was selling in panic, succumbing to market noises telling us the start of Great Depression and the end of the bull market this cycle. Smart money was buying hand over fist. In fact, true wealth is created in bear markets and drawdowns, not in euphoria. The bull market just reveals the wealth that was quietly built when nobody wanted to buy. Myth 3: “Diversification is king " Reality: You only need to focus on 5-10 world-class leaders in the 3-4 sectors driving the current cycle. Concentrated bets on the right narrative crush shotgun diversification. The people who went “all in” (responsibly concentrated, not all-or-nothing) on the right themes made life-changing money. The people with too many positions made market returns or less. Concentrated bets on the right narrative > shotgun diversification. Myth 4: “The more I trade, the richer I’ll get” Reality: The wealthiest investors I know barely trade at all—and the greatest example of all is Warren Buffett. He’s worth $140B+ holding Coca-Cola, AmEx, and Apple for decades while barely trading. The wealthiest investors on earth treat the market like owning pieces of great businesses, not like a video game. They buy exceptional companies, add on weakness, and let time and compounding do the work. Frequent trading is just a hidden tax on your future wealth. Myth 5: “Options are the fast lane to millions" Reality: In 15 years I have never seen a single client build tens or hundreds of millions consistently with options. Zero. I have seen many who started with $1-3M, ignored options, and turned it into $20-100M+ by simply owning great stocks for a decade. Slow beats exciting every time. Myth 6: “If it’s trending on X or in the headlines, I have to buy now" Reality: By the time something is screaming across headlines and social media, the easy money has already been made. Headlines are lagging indicators. Noise on X is intentionally juicy because it drives clicks, volume, and liquidity for institutions to distribute or accumulate quietly. If everyone is talking about it, you’re the exit liquidity. Myth 7: “I need to follow the right guru who can time the exact top and bottom” Reality: Nobody—no one—consistently times the market 100% accurately or perfectly. Not Cathie Wood, not Michalel Burry, not Tom Lee. not your favorite X account with the rocket emojis. Even the best have spectacular wins and painful losses. The difference between them and the crowd? They have an edge, a process, and the emotional control to stick to it when they’re wrong half the time. Stop looking for the perfect entry and exit. Start looking for the highest-quality businesses you can own for the next decade. Myth 8 “I can supercharge my returns with 2× or 3× leveraged ETFs like TSLL, CONL, NVDL, SOXL" Reality: These products are mathematically engineered to destroy retail capital over anything longer than a few weeks or months—and most holders don’t even understand why. They are not designed for all retail to win. Final Thought The stock market is the greatest wealth-creation machine ever invented — but only if you stop playing it like a casino. Do less. Own better assets. Wait longer. That’s how quiet millionaires and billionaires are actually made! @cantonmeow @matthughes13 @gabz_investing @sheslee @tonylee80 @Nagetheworld @chad_ventures @Hiteshp99

US Government urges $AAPL not to buy Chinese memory chips. $MU, $SKHY, and Samsung are happy to hear this... Hilariously enough, CXMT/YMTC is price hiking too, so it's not exactly "cheap Chinese memory that floods the market". Apple once upon a time actually had extreme supplier leverage before the AI boom.

$AAPL (July 22, 2026-Daily Chart Update) Follow the reliable buy signals highlighted on the daily chart and ride the whale momentum instead of trading in and out. This is the key to wealth creation during a long-term uptrend — a strategy most are still unaware of! https://t.co/xanSwJfjHN

$AAPL (July 17, 2026-daily chart update) In the right stocks, simply follow the reliable indicators (Volatility Hole and Trend Reversal Candle), ride the wave, sit patiently, and let the profits compound. Don't forget to ignore permabear posts and market noises on X ! https://t.co/vXMHV2PFw6

$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs. Then learned how important it is to have your own infrastructure. This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.

Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment - DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now). - Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think. - US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM. - $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month - Hanmi Semiconductor is entering the CoWoS packaging equipment market - $NVDA and NTT hosting a conference July 24th to discuss CPO strategies. - 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr. - Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production). - AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines. - Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging. - CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain. - KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and others should go brr in 2028. - $INTC CEO warned last month that helium could hinder the manufacturing costs and delivery times of AI chips - 3D NAND word lines are shifting from Tungsten to Molybdenum starting at the 375-layer node - SambaNova secured JPM for AI inference and raised $1B at an $11B valuation. - HBM prices projections to double in 2027 as $NVDA Rubin platform drives demand. - $MU provides $500 million in funding to support GlobalWafers' US manufacturing capacity - $META 'Iris' will enter mass production in September via $AVGO and TSMC and Meta aims to double computing power to 14GW by 2027. - Largan Precision has secured its first CPO FAU order, mass production slated for middle of next year (kinda indication around Foci and others). - Samsung and SK Hynix have delayed the implementation of hybrid bonding packaging technology for HBM4 apparently - Memory costs (DRAM/NAND) have reached 60% of the BOM for sub-$400 smartphones, causing a severe volume contraction. - SK Hynix successfully rasied $26.5 billion through a Nasdaq ADR - $TSLA issued procurement guidelines requiring suppliers to reach weekly production of 1,000 units by September and double to 2,000-2,500 by year end for its 3rd gen Optimus robot. Apparently Alliance Technology and A-Link may be in this supply chain harmonic reducers and vision lenses? Kinda go through all this stuff every day, but don't wanna be a news reporter so just consolidated stuff I found interesting.

Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL. By building their own ecosystem instead of being sucked into another. It's been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors.

Be Samsung at $1.24T: > market: we don’t think you can keep hiking memory prices > proceeds to hikes dram by 20% > releases earnings > most profitable company in the world beating $NVDA and $AAPL > operating profits growing 1803% Y/Y market: sells off Samsung -7%

Trump announced Intel + Apple partnership, sending $INTC up 8% today. Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump. TBH, the President should lead Intel's marketing team at this point. Feel's like he's hard carrying the stock. https://t.co/eCSS46U6eb

There's a new $SIVE short seller with 0 clue what they're talking about. 1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET. As they've been identified as a likely direct customer since 2023. An analogy is if O-Net / Enablence / Sivers, and O-Net worked directly with $SIVE (which they have) but vertically integrated away Enablence. They're still likely buying $SIVE lasers. 2. $SIVE is clearly the likely $AAPL supplier for lasers. I use the term likely, because although markets are 99% sure, the BOM is confidential. The short seller is claiming it's TASC, which I've already identified multiple times as an Apple supplier. But falsely they're conflating two different generations of Apple Watches with photodiodes and lasers for glucose monitoring to say $SIVE is not a supplier. 3. US NASDAQ listing is likely incoming soon after the new board meeting and shareholder vote. Upgrading accounting standards and having immaterial changes doesn't mean anything. 4. Ayar labs hasn't scaled up yet. Ayar specifically listed $SIVE as their primary laser supplier in their website. With their executives going out on statement that they couldn't built their products without $SIVE lasers. Claiming $SIVE isn't shipping volume to Ayar when their CPO products haven't ramped is stupid. 5. There's zero leak around news for listing. Hilarious coincidence and management has always been pursuing NASDAQ listing since last year. Short sellers keep repeating this disinformation to try and profit. 6. I've never seen such hilarious BS around Win Semi volume scaling. High confidence in SpaceX and $AVGO supply chain critical foundry. 7. Using arguments from authority saying they know an engineer and then having them confusing architectural differences between $LITE / $COHR and $SIVE is hilarious. Regardless -distorting financial statements -conflating different gen architectures and timeline NRE - reiterating false accusations to profit off short term sentiment is likely going to see them turn into a long as CPO/Jabil partnerships volume ramp.

Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware. They might have a shot of taking down $AAPL. Only if Windows OS UI weren’t a flaming pile of garbage compared to how clean Apple OS is. You would think a $3T company would know better UI design by now? https://t.co/OvysxCN21i

> markets went from doubting $SIVE customers ($150m MC) Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial. > to doubting their execution ($600m mc) Turns out you skip the capex if you go with Win Semi > to doubting what share they get vs competitors like $LITE ($1.2B mc) Turns out it’s likely sole source for companies like $JBL and primary suppliers for Ayar. > to doubting their revenue opportunities ($2B MC) Turns out they got 77% pipeline growth in just a few months > to doubting their partners like Win Semi’s ability to scale (we are here) Anyone who thinks Win Semi… one of the worlds most important foundries for $AVGO, $LITE, SpaceX supply chains… can’t scale capability by 2028 is a stupid bear. We’re at the point where US retail investors acquired the float off Swedish investors. But I’m expecting US institutions to find a way to shake out US retail like they did with $NBIS or $RKLB before the next supercycle.

$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables

This is just confirmation on timelines: H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340). This next part is $SIVE likely project with $AAPL: "After this, Apple's next health monitoring capabilities are expected to focus on noninvasive blood-glucose monitoring." So.. the next cyle refresh is likely Sivers for hyper-customized lasers. Maybe H2 2027 or 2028. Still a bit early, but if timeline/implications are in tact, markets might appreciate multi-year revenue visibility with Apple.

Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow in 2 weeks. > NASDAQ Listing. > US CHIPS Act backstop. alongside core revenue driver from the optical supercycle revenue ramp from likely $AAPL, $JBL, $POET, Ayar, Onet/Enablence, Lightium, $AEVA, $MRVL, Lightmatter, Lightelligence, and $AMD over the next year or two. I personally don't think it's going to end well for the Swedish locals shorting (and some random algos) at this early stage. And the popular saying is every one stock short turns into a long eventually.

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.